PERFECT FINSERV LLP is a financial advisory firm which has been consistently delivering customized advisory for its clients over the years. It is a AMFI – Registered Mutual Fund Distributor, having diversification in Insurance, Direct Equity and Debt Securities, Portfolio Management Services and Alternative Investment Funds.
PERFECT FINSERV LLP draws its success from its engagement with clients from different demography and life stages. Over the years our advisory has helped clients to ride through the market volatility and generate, protect, and transfer wealth through different stages of life. We have been able to provide with secured tech support with a user-friendly platform for seamless transactions as per industry standards.
Our services go beyond traditional investment advice and includes a wide range of financial planning and advisory services, such as:
Investment management:
Financial planning:
Tax planning and optimization:
Estate planning:
Retirement planning:
Risk management and insurance:
Charitable giving:
Succession planning
Why are we Unique ?
There are more than 2500 schemes across 44 AMCs in Mutual Fund space in India. At times it gets confusing for the investors to choose the right scheme matching their investment goals and risk appetite.
This is where we come in with our model “Perfect Choice”.
Based on fundamentals and risk, we segregate mutual fund schemes which makes the investors’ journey smooth.
We segregate schemes based on their investment objective across all categories.
We rebalance portfolio to mitigate risk by shifting the accumulated wealth to a less risky, wealth preserving scheme as our clients approaches their respective goal.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 56, Metcalfe Street, Kolkata,west Bengal 700012,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.perfectfinserv.in
- HQ
- Kolkata, West Bengal
Perfect Finserv Llp Questions
Perfect Finserv Llp's website is https://www.perfectfinserv.in
Perfect Finserv Llp's LinkedIn profile is https://in.linkedin.com/company/perfect-finserv
Perfect Finserv Llp has
4 employees.
View email and phone details for 4
employees at Perfect Finserv Llp.
Perfect Finserv Llp's industry is
Financial Services
Perfect Finserv Llp's top competitors are
Mounttech Growth Fund - Kavachh,
Aafm® (India),
Saarthi Corporation,
Youths Unted For Vision And Action (Yuva) Srcc,
Leveraged Growth,
Xavier's Finance Community,
Altius Investech,
1 Finance,
Cars24,
Skilled Sapiens.
Perfect Finserv Llp's categories are Financial Services
Perfect Finserv Llp's founding year is 2007
